21 institutions reported holding $100.5M of FIRST TR EXCHANGE TRADED FD (DALI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Strid Group, LLC ($91.2M), Prospera Financial Services Inc ($4.1M), LPL Financial LLC ($2.0M), Pathstone Holdings, LLC ($1.3M), JANE STREET GROUP, LLC ($615,591). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strid Group, LLC | $91.2M | 3.3M | Trimmed |
| 2 | Prospera Financial Services Inc | $4.1M | 146,950 | Trimmed |
| 3 | LPL Financial LLC | $2.0M | 72,449 | Trimmed |
| 4 | Pathstone Holdings, LLC | $1.3M | 46,346 | Added |
| 5 | JANE STREET GROUP, LLC | $615,591 | 22,125 | New |
| 6 | CITADEL ADVISORS LLC | $441,166 | 15,856 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $254,427 | 9,144 | Trimmed |
| 8 | STIFEL FINANCIAL CORP | $223,003 | 8,015 | Trimmed |
| 9 | MORGAN STANLEY | $98,744 | 3,548 | Trimmed |
| 10 | Western Wealth Management, LLC | $79,881 | 2,871 | New |
| 11 | Holos Integrated Wealth LLC | $74,648 | 2,650 | Hold |
| 12 | Cherry Tree Wealth Management, LLC | $68,641 | 2,467 | Hold |
| 13 | Advisory Services Network, LLC | $21,775 | 783 | New |
| 14 | ADVISORTRUST PARTNERS, LLC | $12,131 | 436 | New |
| 15 | UBS Group AG | $10,656 | 383 | Added |
| 16 | Founders Financial Alliance, LLC | $1,396 | 50 | Hold |
| 17 | WELLS FARGO & COMPANY/MN | $47 | 2 | Hold |
| 18 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 19 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 20 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31